Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassidy? Claim Your ProfileCassidy O'Brien is a Registered Investment Advisor Representative at B.o.s.s. Retirement Advisors, LLC, based in Lehi, UT. Cassidy has been in the financial services industry since April 2014 and has a Series 65 license. Cassidy specializes in providing financial planning and investment advisory services to individuals and high-net-worth clients. Cassidy previously worked at State Farm Insurance, Universal Business Insurance, Vista Treatment Center, and BOSS Retirement Solutions, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
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UT
12/04/2019 - Present
B.o.s.s. Retirement Advisors, LLC (LEHI UT)
IA
Issued 10/27/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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